HBLRX
Price
$14.92
Change
+$0.03 (+0.20%)
Updated
Jul 25 closing price
Net Assets
11.92B
WWICX
Price
$12.23
Change
+$0.04 (+0.33%)
Updated
Jul 25 closing price
Net Assets
534.84M
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HBLRX vs WWICX

Header iconHBLRX vs WWICX Comparison
Open Charts HBLRX vs WWICXBanner chart's image
Hartford Balanced Income R3
Price$14.92
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.92B
Westwood Income Opportunity C
Price$12.23
Change+$0.04 (+0.33%)
VolumeN/A
Net Assets534.84M
HBLRX vs WWICX Comparison Chart in %
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HBLRX vs. WWICX commentary
Jul 27, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is HBLRX is a Buy and WWICX is a Buy.

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FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.9B vs. WWICX (535M). WWICX pays higher dividends than HBLRX: WWICX (3.40) vs HBLRX (2.94). HBLRX was incepted earlier than WWICX: HBLRX (15 years) vs WWICX (6 years). WWICX (1.76) is less costly to investors than HBLRX (1.28). HBLRX is a more actively managed with annual turnover of: 61.00 vs. WWICX (57.00). HBLRX has a lower initial minimum investment than WWICX: HBLRX (0) vs WWICX (1000). WWICX annual gain was more profitable for investors over the last year : 8.35 vs. HBLRX (4.65). HBLRX return over 5 years is better than : 13.07 vs. WWICX (8.80).
HBLRXWWICXHBLRX / WWICX
Total Expense Ratio1.281.7673%
Annual Report Gross Expense Ratio1.281.7673%
Fund Existence15 years6 years-
Gain YTD6.2284.557137%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets11.9B535M2,224%
Annual Yield % from dividends2.943.4087%
Returns for 1 year4.658.3556%
Returns for 3 years13.3322.6359%
Returns for 5 years13.078.80148%
Returns for 10 years37.55N/A-
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